$KRAKEN - Kraken received historic Fed master account approval giving them direct access to US financial system and regulatory credibility, with IPO coming soon.
$STABLES - Banking regulators clarified tokenized securities receive same capital treatment as traditional securities, removing barriers for banks to engage with crypto and legitimizing public chains.
Bearish:
$TRADFI - Traditional banks facing disruption from crypto companies getting banking charters and Fed access, with crypto offering faster, more efficient, cheaper mechanisms.